We are live on ! Find out more
MRSH

Marsh

1,149 hedge funds and large institutions have $74.9B invested in Marsh in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 444 increasing their positions, 391 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 391

3% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $91.5M

0.54% less ownership

Funds ownership: 88.46%87.92% (-0.54%)

3% less capital invested

Capital invested by funds: $77.1B → $74.9B (-$2.18B)

7% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,1681,149 (-19)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
1,149
Holders Change
-19
Holders Change %
-1.63%
% of All Funds
18.12%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
97
Increased
444
Reduced
391
Closed
104
Calls
$93.8M
Puts
$91.5M
Net Calls
+$2.35M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
876
MUFG Americas
New York
$291K -$79.1K -502 -23%
AAMC
877
Asset Allocation & Management Company
Illinois
$290K
DI
878
Diligent Investors
California
$290K
KC
879
Kinloch Capital
Virginia
$289K +$3.47K +22 +1%
FHB
880
First Hawaiian Bank
Hawaii
$286K -$1.26K -8 -0.5%
SPP
881
Single Point Partners
Massachusetts
$285K +$264K +1,675 New
RMC
882
Resources Management Corp
Connecticut
$283K -$15.8K -100 -6%
KIG
883
Kessler Investment Group
Indiana
$282K -$19.2K -122 -7%
RIM
884
Rockbridge Investment Management
New York
$281K -$24.4K -155 -9%
NPF
885
Norris Perne & French
Michigan
$281K +$260K +1,650 New
AP
886
Appleton Partners
Massachusetts
$280K
NL
887
NWAM LLC
Washington
$280K +$259K +1,640 New
EFS
888
Essex Financial Services
Connecticut
$278K +$43.4K +275 +20%
WB
889
WesBanco Bank
West Virginia
$276K
MSFP
890
Mark Sheptoff Financial Planning
Connecticut
$274K
PHAM
891
Palisades Hudson Asset Management
Florida
$274K
NFC
892
Northeast Financial Consultants
Connecticut
$273K +$14.5K +92 +6%
HPWM
893
Highland Private Wealth Management
Washington
$271K +$2.68K +17 +1%
WSTAM
894
Wilbanks Smith & Thomas Asset Management
Virginia
$270K -$32.2K -204 -11%
CGA
895
Crescent Grove Advisors
Illinois
$270K +$250K +1,586 New
CM
896
Capital Management
Virginia
$269K -$2.68K -17 -1%
CAM
897
Carret Asset Management
New York
$269K
LSA
898
Lion Street Advisors
Texas
$267K
MCM
899
Manchester Capital Management
Vermont
$266K +$631 +4 +0.3%
B
900
Bailard
California
$265K